SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 858 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.53 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,310,102 | -10.8% | 25,891 | -7.7% | 0.12% | -6.1% |
Q2 2023 | $1,468,399 | +9.7% | 28,039 | +1.4% | 0.13% | +4.8% |
Q1 2023 | $1,338,144 | +5.2% | 27,665 | -1.8% | 0.13% | +1.6% |
Q4 2022 | $1,272,047 | +5.8% | 28,174 | -0.7% | 0.12% | -6.1% |
Q3 2022 | $1,202,000 | -2.1% | 28,371 | +3.2% | 0.13% | +1.5% |
Q2 2022 | $1,228,000 | -20.9% | 27,500 | -4.6% | 0.13% | -11.0% |
Q1 2022 | $1,552,000 | -7.1% | 28,826 | +96.3% | 0.15% | -7.6% |
Q4 2021 | $1,671,000 | +8.7% | 14,681 | -0.6% | 0.16% | 0.0% |
Q3 2021 | $1,537,000 | -17.9% | 14,773 | -17.9% | 0.16% | -43.4% |
Q2 2021 | $1,871,000 | +17.1% | 17,999 | +8.1% | 0.28% | -14.4% |
Q1 2021 | $1,598,000 | +7.8% | 16,644 | +2.1% | 0.33% | +4.8% |
Q4 2020 | $1,482,000 | -10.2% | 16,294 | -20.4% | 0.31% | -20.9% |
Q3 2020 | $1,651,000 | -8.1% | 20,471 | -15.6% | 0.39% | -15.7% |
Q2 2020 | $1,797,000 | +11.1% | 24,248 | -8.2% | 0.47% | -3.9% |
Q1 2020 | $1,618,000 | -22.4% | 26,413 | -2.7% | 0.48% | -5.5% |
Q4 2019 | $2,085,000 | +14.0% | 27,147 | +5.3% | 0.51% | +10.1% |
Q3 2019 | $1,829,000 | -2.3% | 25,780 | -3.3% | 0.47% | -1.7% |
Q2 2019 | $1,872,000 | -0.8% | 26,670 | -4.5% | 0.47% | -3.7% |
Q1 2019 | $1,888,000 | +26.0% | 27,928 | +11.2% | 0.49% | +22.4% |
Q4 2018 | $1,499,000 | -13.7% | 25,109 | +0.6% | 0.40% | -10.1% |
Q3 2018 | $1,737,000 | +16.7% | 24,970 | +9.0% | 0.45% | +14.0% |
Q2 2018 | $1,489,000 | +42.6% | 22,917 | +38.5% | 0.39% | +42.0% |
Q1 2018 | $1,044,000 | +36.8% | 16,546 | +38.3% | 0.28% | +47.6% |
Q4 2017 | $763,000 | +135.5% | 11,960 | +121.8% | 0.19% | +122.6% |
Q3 2017 | $324,000 | +980.0% | 5,392 | +947.0% | 0.08% | +950.0% |
Q2 2017 | $30,000 | +42.9% | 515 | +21.2% | 0.01% | +33.3% |
Q2 2016 | $21,000 | 0.0% | 425 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $21,000 | 0.0% | 425 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $21,000 | – | 425 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SAGE FINANCIAL GROUP INC | 8,244,869 | $398,804,334 | 45.19% |
Leverty Financial Group, LLC | 1,765,554 | $85,399,870 | 33.52% |
APPLETON GROUP, LLC | 301,734 | $14,594,879 | 28.46% |
Campbell Wealth Management | 4,535,018 | $219,359 | 27.48% |
Adams Wealth Management | 1,585,510 | $76,691,099 | 24.76% |
Kolinsky Wealth Management, LLC | 455,609 | $22,038 | 23.39% |
Northwest Quadrant Wealth Management, LLC | 1,475,744 | $71,381,751 | 20.56% |
MONEYWISE, INC. | 646,573 | $31,274,713 | 20.23% |
BlueSky Wealth Advisors, LLC | 1,973,631 | $95,464,523 | 19.74% |
HBK Sorce Advisory LLC | 8,885,920 | $429,811,962 | 19.50% |